MIURX Mutual Fund
MIURX Mutual Fund
NAV$8.99
AUM$54M
TER0.38%
Holdings661
See how much of MIURX you already own
MIURX Mutual Fund
NAV$8.99
MFS Municipal Intermediate Fund Class R6
AUM$54M
TER0.38%
Holdings661
See how much of MIURX you already own
MIURX Mutual Fund Overlap Analysis
MIURX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MIURX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 661 holdings, MIURX may share significant positions with broad-market funds.
MIURX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MIURX tax-loss harvesting finds highly correlated but non-identical funds.